Skills
I'm your tech-savvy problem-solver who loves learning new things!
Bookkeeping
Completed Intuit Academy's Bookkeeper course and passed exam
Certified Quickbooks ProAdvisor (2023)
Double-entry bookkeeping
Capitalizing and amortizing fixed assets
Inventory assets and expensing COGS
Inventory (perpetual vs periodic systems, cost flow assumptions)
Financial statement principles, analysis (vertical vs horizontal), and KPIs
Excel
10 years experience
VLOOUP, HLOOKUP, INDEX & MATCH, IF, Conditional Formatting functions
Pivot tables & pivot charts
Dashboard creation and design
Data Model relationships
Data validation
Visual Communication
7 years experience
User-friendly visual explainers for complex information
Specialized in tech, finance, and medical subject matter
Data-driven storytelling
User guides/instruction manual design and illustration
User storyboards
Interface creation and design
Airtable
5 years experience
Database schema management
Relational databases
Familiarity with common enterprise use cases (sales, finance, inventory management, project management)
Client & Project Management
7 years experience with onboarding and serving 190 clients
Successfully completed over 500 projects as a freelancer
Advanced proficiency with Trello, Airtable, and Notion
Agile, Kanban, and Scrum principles
Disciplined adherence to deadlines
Strong organization systems and principles
Flexible problem-solving and empathetic customer service
Other software
WiX, Squarespace, and Shopify
Adobe Photoshop, Lightroom, Illustrator
All Microsoft 365 programs
Experience
Freelance Illustrator,
Visual Communication Specialist
September 2016 - Present
Specialized in creating user-friendly explainer visuals for complex tech and medical information
Successfully delivered over 500 projects for 190 clients
Cultivated a 90% client retention rate by providing a high-quality boutique service experience
Achieved and consistently maintained Upwork’s Top-Rated status by delivering high-quality work and customer satisfaction
Regular clients include Qualcomm, Zapier, Stanford, and City of Portland
Etsy Shop Proprietor
December 2008 - Present
Achieved and maintained a 5-star rating for 1,800 orders
Inventory management (Inventory assets vs expensing COGS)
Capitalizing and amortizing fixed assets
Created a relational database for automating a perpetual inventory bookkeeping system.
Generated company financial reports for analysis and tracked KPIs.
Created a relational database for tracking sales and data analysis.